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Sponsor portfolioWelfare / HealthEIN 42-0747941
PATHWARD, NATIONAL ASSOCIATION
5501 SOUTH BROADBAND LANE · SIOUX FALLS, SD 57108
6053625115
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$717K
No prior year
Persons covered
1,628
No prior year
Total participants
1,174
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $584K | 40.3% | |
| Life | $367K | 25.3% | |
| Long-term disability | $367K | 25.3% | |
| Vision | $133K | 9.1% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | LLTDOth | $367K | 51.2% | 1 | 1 | 1,174 |
EIN 341650967 | VOth | $173K | 24.1% | 1 | 2 | 1,628 |
EIN 591031071 | Oth | $148K | 20.6% | 1 | 1 | 1,174 |
EIN 421318079 | Oth | $29K | 4.0% | 1 | 1 | 1,174 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | CLEVELAND, OH | LIFE INSURANCE COMPANY OF NORTH AMERICA, METLIFE LEGAL PLANS, CIGNA HEALTH AND LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY | $86K | $5K | $91K | 94.9% | 1 |
| PLANSOURCE BENEFITS ADMINISTRATION | ORLANDO, FL | LIFE INSURANCE COMPANY OF NORTH AMERICA, METROPOLITAN LIFE INSURANCE COMPANY | $597 | $4K | $4K | 4.4% | 1 |
| EDGEWOOD PARTNERS INSURANCE CENTER | LAFAYETTE, CA | LIFE INSURANCE COMPANY OF NORTH AMERICA | $714 | $0 | $714 | 0.7% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan